Anna Fagan is a registered investment advisor, based in Annapolis, MD, with 23 years of industry experience.
Location
200 Harry S. Truman Parkway, Suite 430, Annapolis, MD, 21401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anna sells life insurance, annuities, and long-term care as an insurance agent, dedicating a few hours per week. She also works full-time as a wealth advisor/investment advisor representative for CWM, LLC and CWM, LLC DBA Carson Partners, providing investment advisory and brokerage services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.